Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Emily Binder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Emily Binder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Millennials Making Over $200k Still Broke: Financial Advisor Messaging Tips (Modern Wealth)

9:17
 
Share
 

Manage episode 487197222 series 2534823
Content provided by Emily Binder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Emily Binder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

More than 35% of Americans earning over $200,000 are living paycheck to paycheck. Watch clip on YouTube.

Lifestyle creep is real. The popularity of shows like "Your Friends and Neighbors" or Netflix's "The Watcher" is no accident. Art imitates life. There are opportunities for great financial advice and planning that will resonate with the reality of investors today. The old messaging that focuses solely on the someday retirement doesn't cover it. Plus - inheritance in a lump sum is like binging a week's worth of calories on your cheat day.

Financial advice works when it's in touch with culture and how people really behave.

Want help with your marketing? Book a call with me: emilybinder.com/call


Chapters:

(0:00) $200K+ Millennials Still Broke

(0:26) Cultural Perspective on Wealth

(0:42) Modern Financial Goals

(2:18) Wealth and Consumption

(3:12) Pop Culture and Financial Realities

(4:52) Different Client Types

(5:39) Modern Wealth Management Strategies

(6:32) "Your Friends and Neighbors" Apple TV

(6:50) Wirkin Culture, Quiet Luxury

(7:50) Effective Messaging - Wealth Management

Links:

"Millennials making $200k are still broke—here's why" - InvestmentNews 5/30/2025

Samuel Deane, Rora Wealth, Atlanta

"Data Shows Boys and Young Men Are Falling Behind" - NYT 5/13/2025

Rubin Miller - Peltoma Capital. "Ease, Comfort, & Time"

"The Geometry of Wealth" by Brian Portnoy

My tools:

Hire me:

Speaking

Advisory Calls

Connect:

This podcast | My website | Beetle Moment Marketing | LinkedIn | X | Insta | TikTok | YouTube | Email updates


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

747 episodes

Artwork
iconShare
 
Manage episode 487197222 series 2534823
Content provided by Emily Binder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Emily Binder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

More than 35% of Americans earning over $200,000 are living paycheck to paycheck. Watch clip on YouTube.

Lifestyle creep is real. The popularity of shows like "Your Friends and Neighbors" or Netflix's "The Watcher" is no accident. Art imitates life. There are opportunities for great financial advice and planning that will resonate with the reality of investors today. The old messaging that focuses solely on the someday retirement doesn't cover it. Plus - inheritance in a lump sum is like binging a week's worth of calories on your cheat day.

Financial advice works when it's in touch with culture and how people really behave.

Want help with your marketing? Book a call with me: emilybinder.com/call


Chapters:

(0:00) $200K+ Millennials Still Broke

(0:26) Cultural Perspective on Wealth

(0:42) Modern Financial Goals

(2:18) Wealth and Consumption

(3:12) Pop Culture and Financial Realities

(4:52) Different Client Types

(5:39) Modern Wealth Management Strategies

(6:32) "Your Friends and Neighbors" Apple TV

(6:50) Wirkin Culture, Quiet Luxury

(7:50) Effective Messaging - Wealth Management

Links:

"Millennials making $200k are still broke—here's why" - InvestmentNews 5/30/2025

Samuel Deane, Rora Wealth, Atlanta

"Data Shows Boys and Young Men Are Falling Behind" - NYT 5/13/2025

Rubin Miller - Peltoma Capital. "Ease, Comfort, & Time"

"The Geometry of Wealth" by Brian Portnoy

My tools:

Hire me:

Speaking

Advisory Calls

Connect:

This podcast | My website | Beetle Moment Marketing | LinkedIn | X | Insta | TikTok | YouTube | Email updates


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

747 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play